1. Go to the Customers Module
![Click on Customers](https://images.tango.us/workflows/50d33168-510b-45dc-bed2-a20c9e86ec9d/steps/f34bbf41-8b7d-4f7b-a50a-f4d2e384d767/103f3eea-a972-4e84-8c4c-9d9da14dfb19.png?mark-x=577&mark-y=845&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04OCZoPTczJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Opportunities…](https://images.tango.us/workflows/50d33168-510b-45dc-bed2-a20c9e86ec9d/steps/c81f7311-b6d2-4674-8ed8-032d8d992a9b/115ec241-8000-479a-a9ab-cb415a046c0a.png?mark-x=5&mark-y=330&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
3. Select the board you wish to switch the views
![Click on Union NJ - Fundraiser…](https://images.tango.us/workflows/50d33168-510b-45dc-bed2-a20c9e86ec9d/steps/a05a573d-e0cc-49db-b229-423480d03089/ecfab122-fef9-43a3-a09b-88f3cc6a63fb.png?mark-x=586&mark-y=210&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDcmaD0zNTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
4. The opportunity pipeline offers four distinct views. We will explore each view sequentially. Upon entering a board, the default display is the 'Phase View'
Phase View - The 'Phase View' type is percentage-based; you can customize lanes according to your pipeline needs in the 'Manage Lanes' section. Access this section by clicking on the three dots at the top. Ensure that the total aggregated win percentage for the lanes adds up to 100%.
![Click on $501,500.00…](https://images.tango.us/workflows/50d33168-510b-45dc-bed2-a20c9e86ec9d/steps/30dc45d2-e5c5-4f1f-863b-313a0b49b834/44e9845f-5dc4-4ba3-9f1f-6029e3406bf2.png?mark-x=890&mark-y=125&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMzImaD03MjkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Open demo menu](https://images.tango.us/workflows/50d33168-510b-45dc-bed2-a20c9e86ec9d/steps/5ad55205-51eb-4962-a99d-492f1587e645/2e8108e4-7926-4aca-ab18-97b4a3b49fe5.png?mark-x=1355&mark-y=9&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01NCZoPTU0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
Month View - The Month View will display lanes corresponding to past and upcoming months.
![Click on Month View](https://images.tango.us/workflows/231bebb3-63c8-4e8e-bf51-f13075d3abc8/steps/5f5c9f9a-d926-4030-a50e-7064131715be/ab10cdeb-a2a0-46af-8494-7575451f2c55.png?mark-x=1126&mark-y=231&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNzUmaD01MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Jan 2024…](https://images.tango.us/workflows/50d33168-510b-45dc-bed2-a20c9e86ec9d/steps/5e67c2e9-c55d-4311-8b69-a8a82a0713e6/a391817a-0042-46c5-aef6-b35096b7679c.png?mark-x=541&mark-y=68&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDQmaD02NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
Quarter View - This view will display the months corresponding to each quarter in the respective lanes.
![Click on Jan - March 2024…](https://images.tango.us/workflows/50d33168-510b-45dc-bed2-a20c9e86ec9d/steps/b2557283-3296-46a9-a198-f3cf4ecf5cea/9cbe6347-0dca-4b9b-bfb0-0ebe4bade5c5.png?mark-x=541&mark-y=68&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDQmaD02NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
List View - The view will present the opportunity cards in a list format.
![Click on Single Card Action…](https://images.tango.us/workflows/50d33168-510b-45dc-bed2-a20c9e86ec9d/steps/5d88df2f-18a3-45a2-a254-11b240418765/93978a7e-fcbe-4fde-a791-efcac0e524f2.png?mark-x=204&mark-y=68&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMjE4Jmg9Nzg1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)